Stockfacts
Use CasesDocsPricing
Log inSign up free
OverviewFinancialsTrendsTranscriptsOptionsInstitutionsInsidersCorporate ActionsSEC Filings
Stockfacts

EOD US-equity data for investors and AI agents

Data is end-of-day, not real-time, and not investment advice

Use CasesDashboard

Institutional Holders · 13F

First-hand SEC EDGAR 13F-HR institutional holdings: the top 25 holders ranked by market value, plus the largest adds and trims this quarter. Quarter 2026-03-31.

Ownership

Institutions47.4%
Insiders11.3%
Institutions Count135
Institutions 47.4%Insiders 11.3%Float (Other) 41.3%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$268.50MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
BlackRock, Inc.CIK 0002012383
739,175$46.66M-13,026↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
690,092$43.57M+238↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
398,125$25.13M+398,125NEW
STATE STREET CORPCIK 0000093751
318,682$20.26M+16,777↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
307,609$19.42M+20,613↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
243,946$15.40M+37,507↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
190,300$12.01M-6,300↓ DEC
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833
153,685$9.70M+42,450↑ INC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
127,530$8.05M+69,869↑ INC
Simmons BankCIK 0001674486
119,791$7.56M-26,400↓ DEC
MANUFACTURERS LIFE INSURANCE COMPANY, THECIK 0000928047
119,708$7.56M-1,887↓ DEC
MORGAN STANLEYCIK 0000895421
117,257$7.40M+2,078↑ INC
Allspring Global Investments Holdings, LLCCIK 0001890906
97,598$6.16M-18,484↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
93,638$5.91M+25,101↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
79,623$5.03M+79,623NEW
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
78,170$4.93M+30,264↑ INC
NORTHERN TRUST CORPCIK 0000073124
69,487$4.39M+1,948↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
52,895$3.34M+52,895NEW
GOLDMAN SACHS GROUP INCCIK 0000886982
48,854$3.08M-13,577↓ DEC
Bank of New York Mellon CorpCIK 0001390777
43,687$2.76M-1,118↓ DEC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
37,076$2.34M-3,480↓ DEC
UBS Group AGCIK 0001610520
35,068$2.21M+8,951↑ INC
Creative PlanningCIK 0001540235
30,307$1.91M+622↑ INC
FIRST TRUST ADVISORS LPCIK 0001125816
30,157$1.90M-644↓ DEC
CENTRAL TRUST CoCIK 0000044365
28,453$1.80M-99↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+398,125$25.13M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+79,623$5.03M
TWO SIGMA INVESTMENTS, LP↑ INC
+69,869$8.05M
VANGUARD FIDUCIARY TRUST CONEW
+52,895$3.34M
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC↑ INC
+42,450$9.70M
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+37,507$15.40M
BRIDGEWAY CAPITAL MANAGEMENT, LLC↑ INC
+30,264$4.93M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↑ INC
+25,101$5.91M
CITADEL ADVISORS LLC↑ INC
+21,718$1.59M
AMERICAN CENTURY COMPANIES INC↑ INC
+20,613$19.42M

Top Trims (Sellers)

FilerΔ SharesValue
Simmons Bank↓ DEC
-26,400$7.56M
DEAN INVESTMENT ASSOCIATES, LLC↓ DEC
-26,034$767.22K
Allspring Global Investments Holdings, LLC↓ DEC
-18,484$6.16M
Dean Capital Management↓ DEC
-17,416$540.14K
GOLDMAN SACHS GROUP INC↓ DEC
-13,577$3.08M
BlackRock, Inc.↓ DEC
-13,026$46.66M
BARCLAYS PLC↓ DEC
-12,679$319.44K
FMR LLC↓ DEC
-11,673$458.79K
JPMORGAN CHASE & CO↓ DEC
-11,450$213.15K
Legato Capital Management LLC↓ DEC
-9,246$281.56K